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Is CoreWeave (CRWV) The Best AI Stock in Brad Gerstner’s Portfolio?

We just covered the 10 Best Stocks to Buy According to AI Bull Brad Gerstner. CoreWeave (NASDAQ:CRWV) ranks #9 (see the 5 Best Stocks to Buy According to AI Bull Brad Gerstner).

Altimeter Capital’s Stake: $230,099,400

Companies are lining up to use CoreWeave’s (NASDAQ:CRWV) AI computing power because demand for AI infrastructure is far higher than supply, and CoreWeave gives them fast access to large-scale GPU capacity without building their own data centers. Recently, Meta signed a $21 billion expanded deal to secure long-term AI cloud capacity through 2032, while Anthropic signed a multi-year deal to run its Claude models on CoreWeave’s (NASDAQ:CRWV) infrastructure, adding another major frontier AI lab to its customer base.

CoreWeave also continues to work with major AI players like OpenAI, Perplexity, and Nvidia-linked infrastructure partners, showing that most leading AI labs are now using its platform in some form. CoreWeave (NASDAQ:CRWV) now has a $66.8 billion revenue backlog, and a big chunk of that money will show up as revenue in the next 2–4 years.

For 2026, CoreWeave (NASDAQ:CRWV) expects $12–13 billion in revenue, compared with roughly about $5 billion in 2025, more than double year over year.

RiverPark Large Growth Fund stated the following regarding CoreWeave, Inc. (NASDAQ:CRWV) in its fourth quarter 2025 investor letter:

“CoreWeave, Inc. (NASDAQ:CRWV): CRWV shares declined in 4Q25 following the company’s 3Q25 report. We believe CoreWeave’s purpose built infrastructure is uniquely positioned within the high performance cloud compute market. Its differentiated ….” (Click Here To Read The Letter in Detail)

While we acknowledge the risk and potential of CRWV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CRWV and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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